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Stirlingshire Investments INC

Portfolio Manager
Stirlingshire Investments INC
Performance
-2.02% (2026 Q1)
AUM (13F)
$114.05M
# of Holdings
196
Performance Rank
Allocation (Top 20)
38.33%

Stirlingshire Investments INC Holdings Map

Top 50 Stirlingshire Investments INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCSH
VANGUARD SCOTTSDALE FDS
3.77%54.2K$4.3M
+12.45%(+6.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 48.2K shares2026-Q1: 54.2K shares
$79.79(-1.26%)
2026-03-31
JAAA
JANUS DETROIT STR TR
3.75%84.5K$4.3M
+19.81%(+13.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 70.5K shares2026-Q1: 84.5K shares
$50.65(-0.19%)
2026-03-31
MGV
VANGUARD WORLD FD
2.96%23.3K$3.4M
+47.98%(+7.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 15.7K shares2026-Q1: 23.3K shares
$140.62(+16.65%)
2026-03-31
VBR
VANGUARD INDEX FDS
2.45%12.9K$2.8M
+61.44%(+4.90K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.0K shares2026-Q1: 12.9K shares
$211.88(+14.79%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.43%8.6K$2.8M
-0.37%(-32)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.7K shares2026-Q1: 8.6K shares
$331.72(+11.17%)
2026-03-31
VUSB
VANGUARD BD INDEX FDS
2.33%53.3K$2.7M
+30.32%(+12.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 40.9K shares2026-Q1: 53.3K shares
$49.89(-0.51%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
2.17%41.5K$2.5M
+4.48%(+1.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 39.7K shares2026-Q1: 41.5K shares
$59.97(-1.95%)
2026-03-31
CWB
SPDR SERIES TRUST
2.02%25.2K$2.3M
+538.74%(+21.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.9K shares2026-Q1: 25.2K shares
$90.28(+15.62%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
1.9%55.8K$2.2M
+7.23%(+3.76K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 52.0K shares2026-Q1: 55.8K shares
$39.09(+13.20%)
2026-03-31
BIL
SPDR SERIES TRUST
1.82%22.7K$2.1M
-63.15%(-38.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 61.6K shares2026-Q1: 22.7K shares
$91.56(-0.14%)
2026-03-31

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